GlaxoSmithKline PLC (GSK) Buy, Sell or Hold

GlaxoSmithKline PLC (GSK)

50.70

+0.03 (0.06%)

as of Jun 18, 2026, 11:33:53 pm Market Open.

58 watching

COMMENT

The yield isn't safe. He truly wants GSK to do well and hopes their new vaccine with Sanopi works. Right now, GSK stock is up because of activists. Otherwise, shares will head down. He's less a fan of this now. Be prepared to take money off the table if the vaccine doesn't pan out.

BUY

Pharma has really not participated in rallies. In the last couple days, we have started to see some movement, like Pfizer. It is an area that will eventually be discovered. There is decent growth, nice dividends, but it lacks excitement. Nice to have one or two. It could be one of them.

HOLD

A big disappointment. He had hoped GSK could collaborate with another company on a vaccine, but he's been wrong. Sorry. Don't sell it with its 7% yield, but don't buy.

BUY

1-year outlook They've had a very good year like all pharmas, even in an election year. Pays a great yield and trades at a low multiple. Driving this are their COVID-19 vaccine efforts. They recently did a deal that puts them in MNRA which allows the fast-tracking of developing vaccines. This whole sector will continue to do well. The FDA has loosened rules to fast-track a COVID drug which he expects will lead to an effective result.

TOP PICK

A big player in vaccines and a top-10 pharma company in the world. The stock hasn't done much in the last 5 years, because drugs have come off patent. They're now the biggest consumer healthcare business in the world; they will spin off this company in two years. Pay a 5% yield that should rise this year. Vaccines and asthma meds will drive sales. (Analysts’ price target is $50.10)

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Curated by Allan Tong since 2019.
99+ opinions with 4.15 rating.

TOP PICK

Why bother with the U.K? The British stock market remains one of the strongest in the world and actually matched the TSX's performance in the 30 months after the pivotal June 2016 referendum (the FTSE fell off in 2019). Where to invest? Forget the British banks. They're already slumping, burdened by near-zero interest rates. Better to look at a long-term investment like GlaxoSmithKline (GSK), traded in New York as well as London. Robert Lauzon warns that a hard Brexit would pressure the UK pound and, by extension, GSK's bottom line, though he considers the pharma company fine overall with its dividend at 4.27% (New York) or 5.16% (London). GSK spun-off a US$12.7 billion consumer healthcare company with Pfizer to refocused on pharmaceuticals and growth. Paul McDonald views this is a likely long-term asset. Since September, four analysts have upgraded GSK, three of them to a buy. Like so many British stocks, GSK faces post-Brexit risk, but it's worth considering for the long run.

COMMENT

He was concerned that GSK was getting more growth focused. They spun off their consumer products with Novartis, giving up their oncology department. Now they have a joint venture with Pfizer. Having it as a longterm asset is probably positive.

COMMENT

He owns this right now, though they are facing competition in the space. He likes their HIV franchise that continues to do well. They also have a solid franchise in respiratory. They are shifting to a more growth focused model.

DON'T BUY

The cost of bringing a new drug to market hasn't changed, but the customer base has shrunk. Same costs, smaller revenue base. He likes healthcare for being recession-resistant, but he prefers a medical device company like Stryker.

COMMENT

Bristol Myers's latest drugs haven't done as well as they thought. GSK has refocused into pharmaceuticals, and they sold off the consumer products division. After 5 years, they have both come to be around the same price. He would prefer GSK.

WAIT

Has pound risk, if there is a hard Brexit. The company is fine, and has a dividend yield of around 5%. Must look at whether they have a strong pipeline of drugs coming to market in the next 5 years. Would rather go with Roche or Bristol Myers instead.

COMMENT

The whole drug sector is under pressure, because every country is managing costs, including America. It's a cash flow industry struggling to maintain growth. Revenues are flatlining. But it's a defensive sector with solid, growing dividends, so he's reluctant to sell them.

HOLD

Large cap, diversified. Long life assets. They need to find growth and acquisitions. Healthy distribution. Analysts question the dividend. Low growth profile. A strong hold, but be cognizant that they need to buy companies to fill out the pipeline and keep up the dividend growth.

DON'T BUY

TEVA vs. GSK Teva is in turnaround with a lot of debt to pay off. They need a boast from their future products moving forward. GSK is higher quality with higher credit rating, and lack Teva's debt woes. GSK is the better bet.

COMMENT

Very frustrating. He likes their long-life assets and consumer health business (consistent cash flows). They have some pipeline. Acqusitions surprised him--in 2016, GSK swapped their oncology assets for vaccine assets of Novartis. Then, they spun out their consumer businesses into a joint venture. It was bizarre they purchased oncology; is it accretive? He thinks they bought it to see where else they can extract value. They paid a hefty premium to buy Tessaro. GSK pays a large dividend and has a strong balance sheet, so good income.

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